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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $563,845 | $154,228+265.6% | $145,433+287.7% | $137,256+310.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.31% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,140 | $4,804-55.5% | $4,554-53.0% | $4,156-48.5% |
| Participant deferral / active EE | $8,266 | $8,216+0.6% | $7,897+4.7% | $6,407+29.0% |
| Admin fee / account holder | $205 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |